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Atria Investments’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Atria Investments’s Portfolio XBOC Stock Details XBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,177
Closed -$979K – 2166
2025
Q4 		$979K Buy
29,177
+1,911
+7% +$63.2K 0.01% 1080
2025
Q3 		$894K Buy
+27,266
New +$883K 0.01% 1111

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Atria Investments's XBOC Position: Q1 2026 in Review

Atria Investments sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2026, closing a stake of 29,177 shares — an estimated $979K sold.

Atria Investments first reported a position in XBOC in Q3 2025 and held it in 2 quarters. The position peaked at $979K in Q4 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

  • Atria Investments reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 29,177 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $979K.
  • Atria Investments first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2025 and held it in 2 quarters.
  • Atria Investments's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $979K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.